Post on 29-Jan-2015
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@paulsingh #gsf2012
PAUL SINGH
500 Startups
@paulsingh・paul@500startups.com・resultsjunkies.com
THE RISE OF THE ANGELS (AND THE ENTREPRENEURS)
@paulsingh #gsf2012
500 STARTUPSGETTING TO KNOW
BECAUSE WE’RE KIND OF A BIG DEAL
PAUL SINGH
@paulsingh・paul@500startups.com・resultsjunkies.com
@paulsingh #gsf2012
@paulsingh #gsf2012
VENTURE CAPITAL IS OPEN TO ATTACK BY DISRUPTIVE NEW BUSINESS MODELS AND TECHNOLOGY.
“
-- NAVAL RAVIKANT (@naval)
@paulsingh #gsf2012
@paulsingh #gsf2012
UNBUNDLING OF ADVICE, CONTROL
AND MONEY
@paulsingh #gsf2012
EARLY STAGE VCIS CHANGINGHAS CHANGED
@paulsingh #gsf2012
STATE OF THE ART IN EARLY STAGE INVESTING IS NOT
VERY SOPHISTICATED
@paulsingh #gsf2012
EARLY STAGE STARTUPS
HAVE CHANGED
@paulsingh #gsf2012
STARTUP COSTS LOWER THAN EVER
BUT SCALING STILL COSTS MONEY
CLOUD, OPEN SOURCE AND ONLINE DISTRIBUTION DRIVING
@paulsingh #gsf2012
WEB GETS BIGGER.WORLD GETS SMALLER.
@paulsingh #gsf2012
TRACTION IS THE NEW INTELLECTUAL PROPERTYPLATFORMS (SEARCH, SOCIAL & MOBILE) PRIMARILY DRIVING THE CHANGE.
NO LONGER “GOOD ENOUGH” TO DEPEND ON TECH DIFFERENTIATION.
@paulsingh #gsf2012
CAPITAL INCREASINGLY COMMODITIZED
RISE OF THE ANGELS, YO!
@paulsingh #gsf2012
NEW REALITY: MONEY FOLLOWS
FOUNDERSRISE OF THE ENTREPRENEURS, YO!
@paulsingh #gsf2012
SIGNALS ARE EVERYWHERE
BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
@paulsingh #gsf2012
SIGNALS ARE EVERYWHERE
BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
@paulsingh #gsf2012
TRANSPARENCY ISSIGNALS ARE EVERYWHERE
BIG DATA + OPEN SOURCE ANALYTICS = NEW TECHNIQUES FOR VC
@paulsingh #gsf2012
WALL STREET BEAT US TO IT
@paulsingh #gsf2012
@paulsingh #gsf2012
UBS PROPRIETARY SATELLITE PARKING LOT FILL RATE ANALYSIS POINTS TO AN INTERESTING CADENCE INTRA-QUARTER AND POTENTIAL UPSIDE TO OUR VIEW.
“
@paulsingh #gsf2012
@paulsingh #gsf2012
TWICE A WEEK A SMALL HELICOPTER CIRCLES OVER CUSHING’S TANK FARMS ON AN OIL INDUSTRY SPYING MISSION.
“
@paulsingh #gsf2012
WALL STREET ISN’T ALONE
THESE TECHNIQUES ALREADY USED TO UNDERWRITE IN-VITRO FERTILIZATION LENDING, PAYDAY LOANS, SUBPRIME AUTO LENDING, HOME/PERSONAL/AUTO INSURANCE AND MORE.
@paulsingh #gsf2012
WE CAN DO IT, TOOSURPRISE!
IT TURNS OUT,
@paulsingh #gsf2012
+ “GUT” + TRUSTED MENTORS + MUCH, MUCH MORE DATA.
@paulsingh #gsf2012
WE CAN DO IT, TOO.
@paulsingh #gsf2012
WE CAN DO IT, TOO.
@paulsingh #gsf2012
WE’RE DOING IT, TOO.
@paulsingh #gsf2012
@paulsingh #gsf2012
BY ITS NATURE, THE INTERNET UNDERMINES ANYONE WHOSE STATUS DEPENDS ON PRIVILEGED ACCESS TO INFORMATION.
“
-- MICHAEL LEWIS
@paulsingh #gsf2012
THE RISE OF THE ANGELS (AND THE ENTREPRENEURS)
PAUL SINGH
500 Startups
@paulsingh・paul@500startups.com・resultsjunkies.com